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Disclosery

Maridea Wealth Management LLC: USMV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Maridea Wealth Management LLC on USMV, newest first. How the timeline and the estimate are built.

Maridea Wealth Management LLC held 9,896 USMV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,896 shares
    Change vs previous 13F -1,999 shares

    0.1% of the 13F portfolio, value $954,522.

    13F-HR 0001951757-26-001115 filed by Maridea Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 11,895 shares
    Change vs previous 13F +3,018 shares

    0.16% of the 13F portfolio, value $1,103,154.

    13F-HR 0001951757-26-000680 filed by Maridea Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 8,877 shares
    Change vs previous 13F -15,385 shares

    0.13% of the 13F portfolio, value $835,888.

    13F-HR 0001951757-26-000036 filed by Maridea Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 24,262 shares
    Change vs previous 13F -7,056 shares

    0.36% of the 13F portfolio, value $2,295,634.

    13F-HR 0001951757-25-001342 filed by Maridea Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 31,318 shares
    Change vs previous 13F +1,289 shares

    0.77% of the 13F portfolio, value $2,939,853.

    13F-HR 0001951757-25-000866 filed by Maridea Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 30,029 shares
    Change vs previous 13F -25,311 shares

    0.92% of the 13F portfolio, value $2,812,471.

    13F-HR 0001951757-25-000523 filed by Maridea Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 55,340 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $4,913,680.

    13F-HR 0001951757-25-000242 filed by Maridea Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).